Falcon Wealth Planning Grows Position in iShares California Muni Bond ETF (NYSEARCA:CMF)

Falcon Wealth Planning raised its position in iShares California Muni Bond ETF (NYSEARCA:CMF) by 95.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,004 shares of the company’s stock after buying an additional 4,393 shares during the quarter. Falcon Wealth Planning’s holdings in iShares California Muni Bond ETF were worth $516,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the company. Charles Schwab Investment Management Inc. raised its position in iShares California Muni Bond ETF by 37.9% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 13,245,170 shares of the company’s stock valued at $769,677,000 after purchasing an additional 3,640,060 shares during the last quarter. FMR LLC raised its holdings in shares of iShares California Muni Bond ETF by 4.6% in the third quarter. FMR LLC now owns 5,909,686 shares of the company’s stock valued at $343,412,000 after buying an additional 261,806 shares during the last quarter. EP Wealth Advisors LLC raised its holdings in shares of iShares California Muni Bond ETF by 2.8% in the third quarter. EP Wealth Advisors LLC now owns 1,309,215 shares of the company’s stock valued at $76,078,000 after buying an additional 35,505 shares during the last quarter. Bailard Inc. boosted its stake in shares of iShares California Muni Bond ETF by 19.3% during the third quarter. Bailard Inc. now owns 849,445 shares of the company’s stock worth $49,361,000 after buying an additional 137,348 shares during the period. Finally, Raub Brock Capital Management LP increased its position in iShares California Muni Bond ETF by 1.0% in the 4th quarter. Raub Brock Capital Management LP now owns 411,400 shares of the company’s stock valued at $23,565,000 after acquiring an additional 3,880 shares during the period.

iShares California Muni Bond ETF Stock Down 0.1 %

CMF opened at $56.99 on Wednesday. The business has a 50 day moving average price of $57.30 and a two-hundred day moving average price of $57.48. iShares California Muni Bond ETF has a 52 week low of $56.32 and a 52 week high of $58.18.

About iShares California Muni Bond ETF

iShares California AMT-Free Muni Bond ETF (the Fund), formerly iShares S&P California AMT-Free Municipal Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the S&P California AMT-Free Municipal Bond Index (the Index), which measures the performance of the investment-grade segment of the California municipal bond market and the components primarily include transportation and utilities companies.